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Dennis Harrelson

41 Years of Experience
Fort Myers, FL
1 DisclosureBrokerSells Insurance

Dennis Harrelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 41 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

12610 New Brittany Boulevard, Fort Myers, FL, 33907

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History

Regulatory History (1)
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Customer Dispute
April 2002
Settled
Other Business ActivitiesSells Insurance

Dennis is the owner of Omni Investment Consultants Inc. since 1986 and a member of Omni Real Estate Investment Services since 2005, as well as an agent/broker for Omni Financial Services of Lee County, Inc. and Omni Resource Group of SW Florida, LLC, selling fixed insurance products and dedicating about a quarter of his time to Omni Financial Services of Lee County, Inc. and a few hours per week to Omni Resource Group of SW Florida, LLC. He also participates in continuing education seminars and is a minority owner/CEO of Harrelson Holdings, Inc., spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
January 1996 - August 2023 · 27 yrs 7 mos
Securian Financial Services, INC.Broker
July 1985 - August 2023 · 38 yrs 1 mo
The Minnesota Mutual Life Insurance CompanyBroker
June 1984 - July 1985 · 1 yr 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dennis Harrelson - Financial Advisor | TrueAdvisor